SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,443,342 | +1.9% | 339,108 | +6.0% | 3.68% | +2.8% |
Q2 2023 | $16,140,836 | +16.2% | 319,937 | +12.1% | 3.58% | +10.2% |
Q1 2023 | $13,886,922 | +20.8% | 285,328 | +15.9% | 3.25% | +13.5% |
Q4 2022 | $11,499,039 | +102.8% | 246,127 | +84.6% | 2.86% | +62.6% |
Q3 2022 | $5,669,000 | +24.2% | 133,333 | +32.2% | 1.76% | +25.7% |
Q2 2022 | $4,565,000 | +61.9% | 100,883 | +98.9% | 1.40% | +81.0% |
Q4 2021 | $2,820,000 | +22.9% | 50,714 | +16.4% | 0.77% | +14.0% |
Q3 2021 | $2,294,000 | – | 43,555 | – | 0.68% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |